VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 32.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,091
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.2M
3
+$14.3M
4
LLY icon
Eli Lilly
LLY
+$13.8M
5
JPM icon
JPMorgan Chase
JPM
+$9.55M

Top Sells

1
+$5M
2
+$4.87M
3
+$4.73M
4
DD icon
DuPont de Nemours
DD
+$3.94M
5
PG icon
Procter & Gamble
PG
+$2.89M

Sector Composition

1 Technology 33.3%
2 Financials 14.31%
3 Consumer Discretionary 10.17%
4 Communication Services 10.06%
5 Healthcare 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATRC icon
1701
AtriCure
ATRC
$1.57B
$212K ﹤0.01%
+5,358
MDY icon
1702
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.2B
$211K ﹤0.01%
350
-130
NATL icon
1703
NCR Atleos
NATL
$3.55B
$210K ﹤0.01%
+5,518
SKY icon
1704
Champion Homes
SKY
$4.92B
$209K ﹤0.01%
+2,473
ACAD icon
1705
Acadia Pharmaceuticals
ACAD
$3.81B
$209K ﹤0.01%
+7,812
VTS icon
1706
Vitesse Energy
VTS
$719M
$207K ﹤0.01%
10,769
+212
MCHB
1707
Mechanics Bancorp
MCHB
$3.35B
$207K ﹤0.01%
14,176
+61
MGY icon
1708
Magnolia Oil & Gas
MGY
$5.14B
$207K ﹤0.01%
9,463
-743
STNE icon
1709
StoneCo
STNE
$3.6B
$206K ﹤0.01%
13,927
+387
CNS icon
1710
Cohen & Steers
CNS
$3.46B
$206K ﹤0.01%
3,279
-605
SBCF icon
1711
Seacoast Banking Corp of Florida
SBCF
$3.07B
$206K ﹤0.01%
+6,550
OGN icon
1712
Organon & Co
OGN
$1.8B
$205K ﹤0.01%
28,654
-60,958
AUPH icon
1713
Aurinia Pharmaceuticals
AUPH
$1.87B
$205K ﹤0.01%
12,871
-1,021
NEXN
1714
Nexxen International
NEXN
$365M
$205K ﹤0.01%
31,377
+4,519
ITRN icon
1715
Ituran Location and Control
ITRN
$905M
$205K ﹤0.01%
+4,759
FG icon
1716
F&G Annuities & Life
FG
$3.08B
$204K ﹤0.01%
+6,608
GLRE icon
1717
Greenlight Captial
GLRE
$485M
$204K ﹤0.01%
13,976
+2,531
XENE icon
1718
Xenon Pharmaceuticals
XENE
$3.38B
$203K ﹤0.01%
+4,533
SUZ icon
1719
Suzano
SUZ
$13.4B
$202K ﹤0.01%
21,637
+926
FOR icon
1720
Forestar Group
FOR
$1.4B
$202K ﹤0.01%
8,190
-321
HASI icon
1721
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.65B
$200K ﹤0.01%
+6,375
MBC icon
1722
MasterBrand
MBC
$1.25B
$200K ﹤0.01%
18,149
+106
GOOS
1723
Canada Goose Holdings
GOOS
$1.14B
$200K ﹤0.01%
15,459
+49
DOLE icon
1724
Dole
DOLE
$1.47B
$197K ﹤0.01%
+13,161
XP icon
1725
XP
XP
$10.5B
$196K ﹤0.01%
11,983
-770
67 68
69
70 71